Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

Direct indexing means owning the S&P 500 or another index not via a fund but via individual stock positions. Instead of ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Tax-loss harvesting (TLH) has existed for decades, but its impact has historically been limited by one simple constraint: structure. When investors hold pooled vehicles such as ETFs or mutual funds, ...

Direct indexing’s popularity has soared, with assets invested in direct indexes exceeding $260 billion at the end of 2022. This approach, which involves investing in the individual securities ...

Direct indexing has witnessed a meteoric rise, with investments in direct indexes eclipsing $260 billion by the end of 2022. This method, involving the investment in individual securities comprising ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors.

Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing Content Gregory Kanarian is an investment strategist at Natixis ...